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Strategic Wealth Partners, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Wealth Partners, Ltd.
报告期 2026-03-31 · CIK 0001720777
持仓数
1,479
前50大市值合计
$1.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 50
增持 63
减持 14
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
AEM
AGNICO EAGLE MINES LTD
+$6.1M
115,688
建仓
ERIC
ERICSSON
+$6.1M
565,571
建仓
DUK
DUKE ENERGY CORP NEW
+$6.1M
57,806
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
D
DOMINION ENERGY INC
+$5.6M
71,433
建仓
GILD
GILEAD SCIENCES INC
+$5.6M
76,785
建仓
PPL
PPL CORP
+$5.5M
182,065
增持
NEE
NEXTERA ENERGY INC
+$5.1M
69,312
+300%
建仓
TSN
TYSON FOODS INC
+$5.1M
58,599
建仓
LMT
LOCKHEED MARTIN CORP
+$5.0M
14,107
建仓
FMC
FMC CORP
+$4.7M
43,180
建仓
CI
CIGNA CORP NEW
+$4.6M
19,946
建仓
KMB
KIMBERLY-CLARK CORP
+$4.6M
31,893
建仓
CPB
CAMPBELL SOUP CO
+$4.4M
101,768
建仓
CLX
CLOROX CO DEL
+$4.2M
24,360
建仓
SAP
SAP SE
+$4.0M
28,831
建仓
AES
AES CORP
+$4.0M
164,768
建仓
KO
COCA COLA CO
+$4.0M
66,838
建仓
—
ANNALY CAPITAL MANAGEMENT IN
+$3.9M
498,155
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
17,244
+205%
建仓
EXC
EXELON CORP
+$3.3M
56,517
建仓
BIIB
BIOGEN INC
+$3.1M
13,025
建仓
HSY
HERSHEY CO
+$3.0M
15,453
增持
FDX
FEDEX CORP
+$3.0M
12,616
+879%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.0M
71,632
+183%
建仓
BTI
BRITISH AMERN TOB PLC
+$2.9M
76,397
建仓
MRK
MERCK & CO INC
+$2.8M
36,938
建仓
AEP
AMERICAN ELEC PWR CO INC
+$2.8M
31,803
建仓
—
KIRKLAND LAKE GOLD LTD
+$2.8M
65,749
增持
AAPL
APPLE INC
+$2.7M
63,324
+5%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
146,150
建仓
T
AT&T INC
+$2.6M
106,156
建仓
AQN
ALGONQUIN PWR UTILS CORP
+$2.5M
169,974
建仓
—
LAZARD LTD
+$2.3M
53,464
增持
BDX
BECTON DICKINSON & CO
+$2.3M
10,787
+488%
建仓
TLT
ISHARES TR
+$2.3M
15,201
建仓
BTG
B2GOLD CORP
+$2.2M
570,602
减持
C
CITIGROUP INC
-$2.2M
7,116
-81%
建仓
DE
DEERE & CO
+$2.2M
6,283
增持
DGRO
ISHARES TR
+$2.0M
289,824
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
28,469
+6%
增持
MSFT
MICROSOFT CORP
+$1.8M
29,337
+3%
建仓
PAAS
PAN AMERN SILVER CORP
+$1.7M
67,536
增持
IWF
ISHARES TR
+$1.6M
42,088
+3%
增持
META
META PLATFORMS INC
+$1.5M
13,870
+51%
增持
AMZN
AMAZON COM INC
+$1.5M
2,004
+28%
增持
SNDR
SCHNEIDER NATIONAL INC
+$1.4M
78,226
+158%
减持
QSR
RESTAURANT BRANDS INTL INC
-$1.4M
5,337
-81%
增持
PFE
PFIZER INC
+$1.4M
26,958
+382%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.3M
17,606
清仓
TPB
TURNING PT BRANDS INC
-$1.3M
0
-100%
增持
LQD
ISHARES TR
+$1.2M
80,149
+13%
清仓
VFC
V F CORP
-$1.1M
0
-100%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$1.1M
31,569
+16%
增持
ITB
ISHARES TR
+$1.1M
47,563
+10%
清仓
—
DRAFTKINGS INC
-$1.1M
0
-100%
增持
—
LAM RESEARCH CORP
+$1.1M
5,793
+7%
增持
SPYM
SPDR SER TR
+$1.1M
63,157
+29%
增持
BX
BLACKSTONE INC
+$1.0M
35,459
+16%
清仓
MMM
3M CO
-$1.0M
0
-100%
减持
AVGO
BROADCOM INC
+$981.0K
5,502
-0%
建仓
BURL
BURLINGTON STORES INC
+$941.0K
3,227
增持
UCTT
ULTRA CLEAN HLDGS INC
+$915.0K
29,000
+65%
清仓
OLED
UNIVERSAL DISPLAY CORP
-$906.0K
0
-100%
增持
TER
TERADYNE INC
+$902.0K
9,091
+70%
减持
—
ACCENTURE PLC IRELAND
+$887.0K
9,519
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$871.0K
6,799
+4%
增持
TJX
TJX COS INC NEW
+$869.0K
24,128
+65%
增持
ZTS
ZOETIS INC
+$850.0K
12,482
+10%
增持
NVDA
NVIDIA CORPORATION
+$839.0K
8,218
+8%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$834.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$801.0K
59,899
+4%
建仓
GLW
CORNING INC
+$800.0K
21,478
清仓
—
LIVEPERSON INC
-$798.0K
0
-100%
清仓
ALRM
ALARM COM HLDGS INC
-$793.0K
0
-100%
清仓
—
SIX FLAGS ENTMT CORP NEW
-$777.0K
0
-100%
增持
IEF
ISHARES TR
+$750.0K
61,109
+12%
增持
SPSB
SPDR SER TR
+$722.0K
280,175
+10%
增持
PLD
PROLOGIS INC.
+$688.0K
12,386
+11%
清仓
—
WORLD WRESTLING ENTMT INC
-$682.0K
0
-100%
清仓
WDC
WESTERN DIGITAL CORP.
-$659.0K
0
-100%
建仓
—
FLEX LTD
+$659.0K
35,947
清仓
PLTK
PLAYTIKA HLDG CORP
-$656.0K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$651.0K
6,779
增持
ROP
ROPER TECHNOLOGIES INC
+$646.0K
7,779
+9%
清仓
MTCH
MATCH GROUP INC NEW
-$644.0K
0
-100%
增持
MBB
ISHARES TR
+$642.0K
81,901
+9%
清仓
RIO
RIO TINTO PLC
-$641.0K
0
-100%
清仓
MAS
MASCO CORP
-$640.0K
0
-100%
清仓
SICP
SILVERGATE CAP CORP
-$623.0K
0
-100%
清仓
—
UPLAND SOFTWARE INC
-$616.0K
0
-100%
增持
MTUM
ISHARES TR
+$572.0K
26,614
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$567.0K
16,243
+31%
增持
ARMK
ARAMARK
+$555.0K
36,864
+51%
增持
EW
EDWARDS LIFESCIENCES CORP
+$533.0K
19,255
+11%
建仓
OTTR
OTTER TAIL CORP
+$524.0K
7,336
增持
NKE
NIKE INC
+$520.0K
12,208
+17%
增持
WMT
WALMART INC
+$516.0K
25,927
+12%
减持
IAU
ISHARES GOLD TR
-$508.0K
19,067
-46%
增持
VZ
VERIZON COMMUNICATIONS INC
+$505.0K
41,871
+35%
增持
HD
HOME DEPOT INC
+$490.0K
5,222
+2%
清仓
UPWK
UPWORK INC
-$488.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$485.0K
12,291
-1%
增持
SPAB
SPDR SER TR
+$481.0K
39,911
+70%
增持
—
CANADIAN PAC RY LTD
+$481.0K
25,218
+23%
建仓
GDX
VANECK ETF TRUST
+$474.0K
14,798
减持
IGSB
ISHARES TR
-$468.0K
22,329
-27%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$458.0K
23,903
清仓
ADSK
AUTODESK INC
-$456.0K
0
-100%
增持
ABBV
ABBVIE INC
+$454.0K
14,746
+3%
增持
TSLA
TESLA INC
+$453.0K
1,485
+3%
建仓
VVV
VALVOLINE INC
+$453.0K
12,139
增持
COST
COSTCO WHSL CORP NEW
+$452.0K
3,438
+3%
增持
EWW
ISHARES INC
+$451.0K
69,271
+9%
减持
EMLC
VANECK ETF TRUST
-$451.0K
21,824
-39%
建仓
AVA
AVISTA CORP
+$446.0K
10,503
增持
VMC
VULCAN MATLS CO
+$427.0K
8,505
+7%
增持
TNDM
TANDEM DIABETES CARE INC
+$427.0K
12,182
+3%
建仓
—
SOUTH JERSEY INDS INC
+$421.0K
16,116
增持
LLY
LILLY ELI & CO
+$421.0K
7,498
+5%
清仓
CDNA
CAREDX INC
-$416.0K
0
-100%
清仓
EFV
ISHARES TR
-$411.0K
0
-100%
清仓
—
STAMPS COM INC
-$396.0K
0
-100%
建仓
—
FRESH DEL MONTE PRODUCE INC
+$383.0K
13,884
建仓
GBF
ISHARES TR
+$379.0K
3,117
增持
IEI
ISHARES TR
+$378.0K
58,041
+7%
增持
GOOGL
ALPHABET INC
+$377.0K
1,533
+1%
清仓
ITW
ILLINOIS TOOL WKS INC
-$367.0K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$354.0K
16,453
增持
SYK
STRYKER CORPORATION
+$353.0K
13,920
+9%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$350.0K
10,147
+5%
增持
NTRA
NATERA INC
+$347.0K
10,488
+85%
建仓
PMT
PENNYMAC MTG INVT TR
+$347.0K
20,000
减持
SHW
SHERWIN WILLIAMS CO
+$344.0K
4,775
-0%
增持
CSCO
CISCO SYS INC
+$343.0K
33,114
+3%
建仓
NWE
NORTHWESTERN CORP
+$337.0K
5,897
建仓
SJNK
SPDR SER TR
+$335.0K
12,356
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$327.0K
3,722
-1%
增持
MKSI
MKS INSTRS INC
+$326.0K
6,198
+24%
减持
SHY
ISHARES TR
-$324.0K
16,001
-19%
增持
GOOG
ALPHABET INC
+$320.0K
374
+31%
增持
STZ
CONSTELLATION BRANDS INC
+$314.0K
7,241
+2%
增持
—
STERIS PLC
+$306.0K
6,454
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$302.0K
3,846
+254%
减持
—
CONTINENTAL RES INC
-$294.0K
11,915
-34%
增持
PEP
PEPSICO INC
+$289.0K
4,892
+31%
建仓
MAR
MARRIOTT INTL INC NEW
+$288.0K
1,745
增持
BKR
BAKER HUGHES COMPANY
+$285.0K
73,264
+23%
减持
QCOM
QUALCOMM INC
-$281.0K
11,388
-38%
减持
CVS
CVS HEALTH CORP
+$278.0K
15,627
-1%
增持
—
ASTRAZENECA PLC
+$278.0K
16,448
+45%
